Shares of Kulicke & Soffa Industries have surged nearly 45% in three months, pushing the stock above analyst price targets and raising questions about valuation in a volatile chip sector.
A second day of heavy losses for software and analytics stocks worldwide underscores mounting investor fears over AI disruption, with companies in legal services and data analytics bearing the brunt of the selloff.
Sonos surpassed Q4 profit expectations despite flat revenue, as disciplined cost management and a strategic product shift boosted margins. The audio specialist now sets its sights on new hardware launches to reignite sales growth in the coming year.
Merck & Co. reported fourth-quarter revenue that beat Wall Street expectations, fueled by its cancer blockbuster and new launches. However, a full-year sales forecast that fell slightly short of estimates highlights the challenges of generic competition and pricing pressures facing the pharma giant.
Broadridge Financial Solutions beat Q4 revenue and profit estimates, driven by strength in governance services and early tokenization wins. However, rising costs and shifting revenue mix squeezed margins, casting a shadow over the otherwise robust results.
Strong cash generation is the lifeblood of corporate longevity, but not all cash-rich companies are created equal. We examine two firms excelling at converting cash into shareholder value and one where robust cash flow masks underlying challenges.
Washington hosts ministers from over 50 nations to forge a united front on securing vital mineral resources, aiming to reduce collective dependence on China for materials essential to modern technology and defense.
SEI Investments closed 2024 with a solid quarter, edging past revenue and earnings forecasts. While management touted broad-based strength and strategic progress, analysts probed deeper into the sustainability of growth, competitive pressures, and the real impact of new initiatives. Here are the critical questions that shaped the post-earnings narrative.
While AT&T's strong Q4 results, driven by robust 5G and fiber growth, fueled a stock rally, the unscripted analyst Q&A session revealed the deeper strategic challenges and opportunities facing the telecom giant.
Shares of medical device giant Zimmer Biomet Holdings (ZBH) have faced recent pressure, reigniting the debate over its valuation. While some analysts see a significant discount to fair value, investors are weighing competitive threats and integration risks from recent acquisitions.
A U.S.-backed critical minerals group moves to acquire a major share in Glencore's DRC copper and cobalt assets, signaling a strategic shift in the global race for battery metals.
A high-stakes White House meeting aimed at resolving a critical impasse over stablecoin regulations ended without agreement, leaving the landmark CLARITY Act in legislative limbo. The core dispute centers on whether stablecoins should be allowed to offer yield, a feature banks warn could destabilize the traditional financial system.
Shares of supply chain software leader Manhattan Associates have tumbled nearly 40% in six months, closing at $135.72. Following its Q4 earnings, investors are grappling with whether the stock is now a value play or a value trap, as key metrics reveal underlying challenges.
While analyst price targets for EVgo, Coupang, and LPL Financial suggest significant upside, a closer look reveals a more nuanced picture. We examine the fundamentals behind the hype and identify where optimism may be justified or overstated.
China's extensive investment in African port infrastructure, framed by analysts as enhancing both trade and strategic reach, is reshaping maritime dynamics and drawing scrutiny from Western observers.
While low price multiples can signal opportunity, they can also mask underlying business challenges. We examine three seemingly cheap stocks where investors should proceed with caution.
While the S&P 500 is home to market leaders, not all its constituents are created equal. We analyze one company with a resilient long-term trajectory and two others where investors may want to exercise caution.
While low-priced stocks can offer significant growth potential, they often carry disproportionate risks. We examine three companies trading under $10 per share where underlying business challenges may outweigh their apparent affordability.
Varonis Systems posted strong Q4 results, exceeding revenue and earnings forecasts while accelerating its SaaS transition. However, a steep stock decline over the past year highlights investor skepticism, creating a stark divide between its market price and some bullish fair value estimates.
AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.
